Lindsell Train Global Equity B GBP Inc

Name
Lindsell Train Global Funds plc - Lindsell Train Global Equity Fund B GBP Inc
Manager
Lindsell Train Ltd
Type
Open Ended Investment Company
ISIN
IE00B3NS4D25
Sector
LC00000014
Launched
16/03/2011
OCF
0.74 %
Risk Rating
3
3 Year Sharpe
1.85
3 Year Alpha
7.05
Yield
0.7 %
Benchmark
MSCI World NR USD
The investment objective of the Sub-Fund is to achieve capital and income growth over the long term. The Sub-Fund intends to achieve its investment objective by investing directly in a concentrated portfolio of global equities, primarily those listed or traded on Recognised Exchanges in developed countries world-wide.
Holding%
Unilever PLC8.43 %
Diageo PLC7.48 %
Heineken Holding NV6.83 %
World Wrestling Entertainment Inc Class A5.72 %
Shiseido Co Ltd5.23 %
Walt Disney Co5.04 %
Mondelez International Inc Class A5.04 %
Intuit Inc4.97 %
PepsiCo Inc4.90 %
Nintendo Co Ltd4.90 %
Region%
United States36.26 %
United Kingdom28.45 %
Japan21.60 %
Eurozone13.69 %
Sector%
Consumer Defensive46.61 %
Consumer Cyclical26.05 %
Financial Services14.30 %
Technology10.17 %
Name
Lindsell Train Ltd
Address
SW1E 6NN, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

James Bullock

Joined 04/30/2015

James is Portfolio Manager for global equity accounts having joined Lindsell Train in October 2010. He has a Masters degree in Physics from the University of Oxford and a doctorate in Biomechanics from the University of Cambridge. He passed the Investment Management Certificate in 2012 and was promoted to Portfolio Manager in April 2015.
Michael Lindsell

Joined 03/16/2011

Michael Lindsell co-founded Lindsell Train Limited in 2000. He is the portfolio manager for Japanese equity portfolios and jointly manages Global portfolios.Before founding Lindsell Train he spent seven years at GT Management, first as CIO.Following the acquisition of GT by Invesco in 1998 he was appointed head of the combined global product team.His previous experience included working at Mercury Asset Management where he was director and head of Japanese fund management,at Scimitar Asset Management where he ran Pacific and Japanese mandates and at Lazard Brothers as an investment manager.
Nick Train

Joined 03/16/2011

Nick Train co-founded Lindsell Train Limited in 2000. He is the portfolio manager for UK equity portfolios and jointly manages Global portfolios. Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director. Previously he spent 17 years (1981 – 1998) at GT Management which he left soon after its acquisition by Invesco. At his resignation he was a director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe. Nick has a BA honours degree in Modern History from Queen’s College, Oxford.

Data provided by Morningstar.

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